Institutional Ownership Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information about the institutional ownership of Ishare Morningstar Mid Cap Gro (IMCG). We have compiled data on the 401 institutions that hold shares in the stock, with a total of 22.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
16,168
shares
|
$1.3 Million
0.95% of portfolio
|
Q2 2025
Added 274.35%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
15,633
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
15,589
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
15,293
shares
|
$1.23 Million
0.08% of portfolio
|
Q2 2025
Reduced 22.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
15,267
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
15,083
shares
|
$1.21 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
15,076
shares
|
$1.21 Million
0.38% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
14,877
shares
|
$1.19 Million
0.3% of portfolio
|
Q2 2025
Added 85.22%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
14,816
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
14,525
shares
|
$1.17 Million
0.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
13,849
shares
|
$1.11 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
13,681
shares
|
$1.1 Million
0.43% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
13,037
shares
|
$1.05 Million
0.08% of portfolio
|
Q2 2025
Added 74.81%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
12,405
shares
|
$995,129
0.59% of portfolio
|
Q1 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
12,298
shares
|
$986,545
0.31% of portfolio
|
Q4 2024
Reduced 13.24%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
12,198
shares
|
$978,523
0.54% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
11,856
shares
|
$951,088
0.11% of portfolio
|
Q2 2025
Reduced 41.96%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
11,830
shares
|
$949,002
0.0% of portfolio
|
Q2 2025
Reduced 23.68%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
11,708
shares
|
$939,215
0.33% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
11,520
shares
|
$924,134
0.05% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
11,491
shares
|
$921,808
0.01% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
11,349
shares
|
$910,416
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Jul 22, 2025 Q2 2025 |
11,336
shares
|
$909,373
0.48% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
11,310
shares
|
$907,288
0.0% of portfolio
|
Q2 2023
Reduced 15.12%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
11,258
shares
|
$903,116
0.02% of portfolio
|
Q2 2025
New holding
|